Raising capital in the digital age.
Investor prospecting and conversion in the digital age.
Using technology innovation and digital automation to close the gap between managers and their investors.
THE NEXT GENERATION OF SALES ORGANIZATIONS
Powered by advanced analytics, behavioral finance, and digital psychology.
Digital adoption allows data-driven firms to better understand and connect with consumers before, during, and after the decision-making process.
Digitally-enabled firms are experiencing lower customer acquisition costs, stronger retention rates, and marketing advantages.
ABOUT
DIGITAL ADOPTION
As investors continue to embrace online resources for access, diligence, and investment management, digital adoption has become paramount to compete and win in a transforming business landscape; however, the cost and increased staffing requirements have kept most sophisticated solutions out of reach for most small-to-medium-sized managers.
SHARED PLATFORM
Utilizing a shared platform approach, 5150 simplifies the complexities and lowers the cost of sophisticated digital adoption, providing wealth and asset managers an attractive path to digital maturity without the technology and staffing investment required by internal solutions.
THE 5150 PROCESS
Digital Adoption
Step-by-step, beginning to end.
1
DATA
Consolidate & organize existing data
The search for ideal clients begins by aggregating current and former client data into a centralized database. This includes combining, cleaning, and restructuring client profiles into segmented audience groups, like the firm’s best customers are, who they are not, and where undiscovered opportunities exist.
2
DISCOVERY
Uncover the details of segmented groups
These customer groupings are enhanced using client conversations, interactions, and surveys taken from members selected from each group. These enhanced profiles provide granular details and relevant insights into future investors.
3
DEFINING
Develop best & worst customer personas
Personas are generated from the enhanced profiles. Psychographic details, behavioral insights, and predicted personalities are added to each persona using artificial intelligence(ai) and predictive analytics. This allow marketers to
- personalize marketing and communications to the communication styles and channel preferences of each persona
- develop personalized, stage-specific content
- identify new prospects and networks with look-alike data.
4
DESIGN
Create persona specific sales, marketing & service playbooks
Persona specific playbooks are created to establish marketing, communications, conversion, and service advocacy strategies. Playbooks include communication recommendations, channel preferences, unique needs, and individual service expectations. AI provides personality-specific, decision-making insights to uncover
stage-specific intent, potential biases, and behavioral insights.
5
DEVELOP
Identify & curate multi-channel, stage-specific content
Identify and curate intent specific content to connect and influence prospects and clients through each stage of the investor journey (awareness, research, consideration, conversion, and advocacy). Organized content is available for quick access, compliance approval, and multi-channel repurposing.
6
DISTRIBUTE
Manage multi-channel, stage-specific content marketing.
Design and execution of persona specific marketing campaigns. Multi-channel strategies and tactics, created using stage-specific content, are rolled out for each persona.
7
DELIVER
Scale campaigns & communications through automation
Automation allows marketers to identify, connect, and influence prospects at scale with highly personalized marketing and communications. Automation provides 24/7 responsiveness, delivering information and services when and how the client desires. This “always-on” philosophy enhances and increases investor engagement throughout each stage of the investor journey.
8
DISPLAY
Provide a 360 event-driven view of prospects & clients
Utilizing a shared customer view, a synced CRM populated throughout the customer journey provides sales, marketing, and service teams with a 360° client view. This customer-centric approach improves prospect conversion, creates clear and consistent communications, and increases customer engagement and retention.
9
DIAGNOSE
Employ AI to analyze & modify strategy in real-time
Collecting and analyzing results from managers and campaigns create a continually improving marketing and communications platform. Data-driven insights provide the fuel to a perpetually improving marketing engine.
10
DEDICATED
Ease the process with a dedicated support team
Dedicated support teams ease digital implementation, providing a guided path to data-driven marketing and communications.
CONTACT 5150
As investors continue to embrace online resources for access, diligence, and investment management, digital adoption has become paramount to compete and win in a transforming business landscape; however, the cost and increased staffing requirements have kept most sophisticated solutions out of reach for most small-to-medium-sized managers.
